See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $328,253 | $197,591+66.1% | $177,821+84.6% | $158,922+106.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 9.62% | 58.76%-49.1pp | 48.32%-38.7pp | 302.83%-293.2pp |
| Employer contribution / active EE | $15,278 | $6,697+128.1% | $5,918+158.1% | $4,761+220.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,982-100.0% |
| Admin fee / account holder | $104 | $15,399-99.3% | $12,427-99.2% | $11,246-99.1% |